Max Norris Email & Phone Number

Folsom, California, United States

• Successfully managed the implementation of 19 clients within a year.• Currently managing the integration of 6 external software systems with internal financial platforms, establishing standardized templates and processes to streamline implementations.• Overseeing the expansion and transition of 3 clients into internal systems.• Managing multi-million dollar aging and on-account balances across 51 clients.• Ensuring timely and accurate application of client payments.• Leading and facilitating team training to enhance performance and expertise.

Folsom, California, United States

* Oversight of 20+ 3rd party clients billing and aging management * Directly manage 5 analysts and oversee 1 supervisor and 3 additional analysts* Implementation of new processes and procedures and efficiencies (timecard uploads, Aging Snapshot, new hire training plan, COE migration)* Oversight and project management of new 3rd party clients from a financial operations perspective* Implementation of new software integration with financial system from financial operations perspective

* Created a new division with financial operations organization specializing in 3rd Party management* Subject matter expert on 3rd party management * Worked with coding and development team to implement a new reconciliation compatible with all vendor management systems.* Supervised 3 analysts and ensured accurate billing and aging management* Set standards and procedures to ensure coordination between multiple departments to build a relationship of trust, efficient communication and faster discrepancy resolution

Folsom, California

* Oversight of 2 analysts* Ensuring accurate billing* Timely aging management

Folsom, California

* Billing processing of fortune 500 Company* Template creation and process improvements resulting in substantial reduction of hours* Aging management of multi million dollars in weekly spend

Folsom, Ca

* Worked with multiple departments to improve processes* Created Excel Templates and Excel VBA macros to improve efficiency and reduce hours* Created templates and macros for other departments to establish upstream processes and reduce downstream impacts

Sacramento, California Area

• Maintain 100+ accounts• Reconcile cash transactions daily• Calculate cap gains tax and booked to the general ledger• Make adjustments/corrections to the general ledger• Project money market trades for multiple funds daily• Reconciled funds by assembling monthly reports

Rocklin, Id

• Receive payment for customer purchases • Receive customer applications for R.C. Willey credit and verify information is correct• Reconcile cash and credit received • Provide customer service• Frequent use of 10-key

St. Anothony, Id

Was given leadership responsibility over peersPrepared individual taxes face to face for clients Looked over and reviewed tax returnsHad hands on experience in starting 3 Liberty Tax locations that opened up in the Eastern Idaho area Hired and managed a marketing teamCreated work schedules

Retrieved secured electronics for the salesmen when they made a saleWorked with computers to relocate merchandise in the companies systemStocked shelves in the secure electronics cage Positioned and organized merchandise in the electronics departmentAssembled television stands to put on the floor for displayRestocked merchandise to the display floorServed customers by answering questions